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Lew Wealth Management Ltd

10305472

active
Private Limited Company
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Negative net worth (-10)

Details

MARLAND HOUSE, BARNSLEY, S70 2LW
Incorporated 01/08/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Mr Lee White

director · Since 01/08/2016

INDEPENDENT FINACIAL ADVISOR

BRITISH · ENGLAND · Age 53

Also on 1 other board

Persons with Significant Control

Mr Lee White

25–50% shares

British · England · Age 53

Marland House, 13 Huddersfield Road, Barnsley, S70 2LW

Notified 01/08/2016

Former PSCs

Mrs Jane Elizabeth White

Ceased 31/03/2021

CompanyRankvs 14804+ SIC 64999 peers
44

Financial strength5th percentile among SIC peers · 1/25
Employees39th percentile among SIC peers · 6/15
LiquidityCurrent ratio 1× · 12/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength1/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees6/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity10/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/03/2024

Net Worth

-£40k

Balance sheet strength

Cash

£210

Cash in the bank

Net Current Assets

£673

Working capital

Current Assets

£189k

Current Liabilities

£189k

Fixed Assets

£49k

Debtors

£189k

1avg. employees

Balance Sheet

Assets less current liabilities£50k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20241.00-£28k
20231.19
20221.24
20211.23
20201.03
20191.04
20181.06

Derived from filed accounts. Not audited figures.